Enjoy Part 2 of yesterday’s article from Forbes:
Read More »The Difference between Lifetime and Death-time Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in place.) It’s all too clear that […]
Read More »Reuters – Who is family when it comes to estate planning?
This article is courtesy of Reuters: “Most families would not fail to invite their sons- and daughters-in-law to Thanksgiving dinner, but a discussion of the family inheritance is another matter.
Read More »Reuters – Estate planning for the young, rich and childless
Enjoy this article by Reuters: “For many single or childless individuals, the question of how to distribute their worldly wealth after they die is wide-open and complicated. A charity? Alma mater? Distant nieces and nephews? A cat?
Read More »Daily Mail – Bank of Mom and Dad wants to keep tabs on inheritance: Parents keen to have say on how money they leave to offspring is spent
Enjoy this article from Daily Mail: “Parents across the UK want to control how the cash they bestow is spent by their children, a new survey suggests.
Read More »Estate Planning for Young Adults
People in their 20s often do not think that they need to worry about estate planning. They plan to live much longer, so they believe there will be time to get an estate plan later. However, you never know when tragedy can strike, so it is important that 20-somethings get estate plans.
Read More »Single People Need Estate Plans Too
Much of the talk about estate planning is often centered around married couples with children. This leads some single people to think that estate plans are not necessary for them. However, estate planning can be even more important for singles than married people.
Read More »Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs. However, your plan must […]
Read More »3 Decidedly Dumb Ways to Leave an Inheritance for Your Children
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try….
Read More »5 Things Every New Mother Needs to Know About Wills
As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, the process of bringing new life into the world sparks intense feelings of wanting […]
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